SK Wealth's Solutions & Knowledge podcast
Business:Investing
SK Wealth - Episode 34 - Estate Planning a Key to a Strong Financial Plan
When's the last time you thought about your estate planning documents? There may be some hidden issues if you haven't reviewed them in coordination with your financial plan. Tune in with Mac Richards, Client Relationship Manager at SK Wealth as he dives into some common pitfalls, as well as how our financial planning process, The Integrated Financial Advantage™, makes estate planning easier for clients.
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